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Lawrence F. Dooley, Jr.

Capital Wealth Management, Llc

Assets Managed
$369.61M
Holdings
34
Last Quarter
2026 - Q1
Filed Date
2mo 7d ago
Growth Rate
19.37%(2Q avg: 13.56%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Capital Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 369.61M in assets, with a quarterly growth rate of 19.37% and a 2-quarter average growth rate of 13.56%. The portfolio is managed by Lawrence F. Dooley, Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 36.24%
9.92%
$36.652M
83,913 shares@ $436.8 avg price
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Increased 6.6%
9.53%
$35.204M
1.171M shares@ $30.07 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 8.66%
8.47%
$31.29M
159,481 shares@ $196.2 avg price
NANR
Spdr S&p North American Natu
Recent Activity
Increased 6.27%
8.14%
$30.063M
357,891 shares@ $84.01 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 9.34%
7.73%
$28.536M
625,513 shares@ $45.63 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 8.76%
6.14%
$22.674M
463,396 shares@ $48.93 avg price
HSCZ
Ishares Cur Hdg Msci Eafe Sm
Recent Activity
Increased 106.85%
6.14%
$22.659M
571,113 shares@ $39.68 avg price
IHDG
Wisdomtree International Hed
Recent Activity
Increased 17.83%
5.77%
$21.302M
442,405 shares@ $48.16 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 3.96%
5.47%
$20.204M
430,690 shares@ $46.92 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 6.79%
4.85%
$17.899M
82,391 shares@ $217.25 avg price

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